QuestionOccasion
Example answer
Team lunch
Why it helps
Understand the occasion
WEXCY FORMS
Ask for the details your team needs.
Collect inquiries through structured forms. Keep each submission organized and connect it to the workflow you have set up for the next step.
STRUCTURE THE REQUEST
A useful request starts with the right questions.
Choose the information you need before the conversation starts. A defined structure helps the team read requests on the same terms.
QuestionGuest count
Example answer
20
Why it helps
Understand the group size
QuestionAdditional notes
Example answer
Vegetarian options
Why it helps
Read preferences before following up
Define required information and allowed choices according to the form's validation settings.
AFTER SUBMISSION
Give the submission a clear next step.
Keep the request as a structured record, then let the process you configured determine what the team does next.
- 01
Check the submission
Apply the action’s configured validation rules, including required information and allowed choices when enabled.
- 02
Keep the record
Keep the request data in a record linked to the form definition and its state.
- 03
Continue through the configured workflow
A state change can start workflow-related processing according to its configured rules.
Submitting an inquiry does not confirm a booking. Your team follows the process you have defined.
WEXCY FORMS FAQ
Questions about Wexcy Forms.
Clear answers about what a form collects, where a submission is kept, and how configured follow-up works.
You can collect inquiries and structured information through the fields defined for the form, such as an occasion, guest count, and additional notes.
Required information and allowed choices are checked according to the validation rules configured for the action; not every check is assumed to apply by default.
The submitted data is kept in a record linked to the form definition. It is not automatically copied into every Wexcy product.
Yes, when the relevant route, action, and workflow rules are configured. Accepting a submission does not mean every later workflow step has already finished.
No. Receiving an inquiry and confirming a booking are separate stages governed by the process your organization defines.
A BETTER START
Start with a clearer request.
Collect the details your team needs, then follow the process you have defined.
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